Making the Switch to Lucid Meetings from or WorkLife

Mar 9, 2017 by John Keith in meeting technology (7 minute read)

In October 2016, Constellation Research published their ShortListTM for Meeting Management Tools. Since then, two companies on the list have been acquired.

do-logo.png        WorkLife-logo.png

WorkLife was acquired by Cisco, and their product is now a free tool called Cisco Spark Meeting Notes. Those already using WorkLife before the merger were invited to come along for the ride.

Do (formerly was acquired by forces unknown, and recently announced that the service would shut down February 24th, 2017 while they work through the transition. If or when or in what form the service will re-emerge remains a mystery.

If you’ve come to rely on either of these products to help you run better meetings, and especially if you use Do, you may have come to Lucid looking for an alternative.

Is Lucid right for you? Maybe, maybe not!

Today I’ll go over what Do users can expect from a switch to Lucid, including what’s different and what’s the same, so you can determine whether you should start a Lucid trial. WorkLife is similar in many ways to Do, so WorkLife users should find this comparison useful too.

Then at the end, I’ll share some links to a few other meeting management platforms you might want to check into as well.

Meeting Management using Lucid and Do

Both Lucid Meetings and Do are designed to help people run more productive meetings. Both systems help you set up a meeting agenda and track meeting notes, including specialized notes for action items and more. Both systems help you share your agenda and meeting notes with other people you’ve invited to the meeting. Both systems rely heavily on the colors blue and gray in their design.

Beyond that, there are some pretty big differences in how each system does what it does, and several places where there is no overlap. Let’s break it down.

Overall Approach

Do and Lucid approach meeting management pretty differently.

Do emphasizes fast, simple, and light-weight support. It targeted individuals looking for a way to put together a basic agenda outline and track key highlights from meetings.

Meetings in Do can be updated any time. There is no strong distinction between past meetings and future meetings. This simplicity makes Do quick to learn and covers the basics.

Lucid is a more robust product designed for use by whole teams and organizations. Lucid supports detailed agendas, rich notes, and finer access control.

Lucid makes a strong distinction between future meetings, running meetings, and past meetings. For running meetings, Lucid includes audio conferencing and screen sharing for use during the meeting. Lucid’s deeper feature set makes mastering Lucid more involved.

Organizing Meetings

In Do

All your Do meetings appear in a single timeline. You get a very personal view of the meetings on your calendar.

Screenshot: meetings in Do
Meetings pulled in from my calendar in Do

In Lucid

The dashboard gives you a personal view of your meetings for the next two weeks. The rest of your meetings are organized into separate private calendars for each project or team in your organization. This makes it possible to support Board Meetings and sensitive client meetings using Lucid, without fear that information from one group’s meetings could leak out to another group.

Screenshot Lucid dashboard
The Lucid dashboard

Scheduling Meetings and Calendars

In Do

You connect Do to your Google or Outlook calendar and it sucks in all the events on your calendar. You then add agendas and notes to the events you want to manage in Do. You can also add meetings directly in Do.

In Lucid

Lucid meetings are scheduled directly in Lucid, or using the Google Calendar integration. (Outlook 365 is coming.) Lucid does not pull in all the events on your Google calendar; we only know about the events you want us to know about.

Invitations sent from Lucid include calendar files that people can RSVP to just as they would an Outlook or Google Calendar invite. Lucid also includes a built-in meeting poll, helping the group find a meeting time.

Screenshot: Lucid email iinvites
A Lucid meetings invite includes a calendar file and agenda details

Meeting Agendas and Templates

In Do

Agendas consist of a simple bulleted list. Templates are saved versions of these bulleted lists.

Do's simple bulleted list agendas

In Lucid

Agendas can be a simple numbered list, but most include more detail. Agendas support multiple topic levels (agenda items with sub-items), embedded links, formatted descriptions, and attached reports.

Screenshot Lucid agenda
A detailed Lucid agenda includes links, reports, and embedded Smartsheets

Lucid templates include a draft agenda and a detailed facilitator guide, showing meeting leaders how to successfully lead each conversation.

Running Meetings and Collaborating with Others

In Do

You can invite others to log in to Do with you by entering the email address of “co-workers”. When your co-workers login, they can update the meeting agenda and notes with you.

This also created a new Do trial for everyone you invited, pulling in their private calendar data.

In Lucid

Invite others to meetings by entering their email addresses in Lucid, inviting them using Google Calendar, or synching their accounts from Basecamp. You then control what people you invite to the meeting can do. You can give them access to update the agenda, make presentations during the meeting, and take notes. You can even give them access to run the meeting for you. Or not. You can also invite people who will simply participate in the call.

People you invite to Lucid meetings do get a Lucid login to help keep your meeting records secure. They DO NOT, however, automatically get a Lucid meetings trial account and are not added to any Lucid marketing lists. Lucid does not reach into your guests calendars. Your contact list is private to your account.

Running a Lucid meeting works somewhat like running a WebEx or session. You’ll find a group chat, screen sharing, and conference call support in addition to the meeting agenda and note taking features. Several advanced meeting management features help meeting leaders walk the group through the meeting process and keep the discussion on track.

Running a Lucid meeting

Meeting Notes, Action Items, and More


Simple notes can be added for each agenda item. Notes are one line only plain text, and can be flagged as either a “Follow Up” or an “Outcome”.

Marking notes as "outcomes" or "follow-ups" in Do

Do includes a panel for capturing private notes. Lucid does not support private notes.

In Lucid

Note takers capture notes during the running meeting. Notes can include rich text (bold, italics, lists, etc) and be edited collaboratively by everyone attending. Notes can be marked as Decisions, Issues, Parking Lot items, or tagged with custom tags.

Action items track a due date and an owner. People assigned to action items are notified, and get reminders about them.

Taking notes in Lucid


In Do

Personal insights and organizational insight reports roll up details from your meetings. Reports include graphs showing a guess at how much time you spent in meetings, follow up counts, and how this compares to previous weeks.

In Lucid

Lucid tracks detailed reports for each meeting, showing time usage, preparation steps, participation, feedback and ratings from participants. At the organizational level, Lucid reports show meeting volume over time and how well each group manages their action items.

Exports and Integrations with Other Systems

In Do

Meeting records can be shared to Slack, Evernote, by email, or copy and pasted.

Copying the Do meeting record

In Lucid

Meeting records can be sent by email or exported to a file (Word, PDF, etc). Lucid exports records directly to Basecamp and Atlassian Confluence.

Lucid meeting records are formatted for print and distribution to professional audiences.

Lucid meeting records exported to a Word document

Action items, decisions, and other key notes can be exported to a spreadsheet. Action items can also be imported and bulk edited from a spreadsheet.

Both Lucid and Do support integration via Zapier, adding over 500+ other potential destinations for exporting meeting records, event details, and action items. In Lucid’s case, this means you can save a file copy of your meeting notes to OneDrive, Dropbox, or any other system automatically after the meeting. Finally, Lucid has a published REST API that customers can use to extend support to other custom or in-house business systems.

Other Meeting Management Alternatives to Replace Do

If Lucid isn’t for you, we know of over 30 other products you can use to improve your meeting productivity. Of those, we recommend checking out these alternatives.

Of the above, Solid is the closest match to Do and WorkLife. If you’re looking for a straight-up replacement and love that super simple style, give them a try. If you’re looking for something a bit more advanced, but not as full-featured as Lucid, both Meeting King and Meeteor are good choices.

Regardless of where you land, don’t let’s shutdown drag your meetings off track. Keep up the productive meeting habit!

Any questions? We’re happy to help!

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